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Aaron Wealth Advisors’s Novanta NOVT Stock Holding History

Aaron Wealth Advisors’s Portfolio NOVT Stock Details NOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,065
Closed -$1.44M – 275
2023
Q3 		$1.44M Sell
10,065
-59
-0.6% -$9.61K 0.19% 74
2023
Q2 		$1.86M Buy
10,124
+308
+3% +$50.4K 0.24% 67
2023
Q1 		$1.56M Sell
9,816
-237
-2% -$36.4K 0.21% 73
2022
Q4 		$1.37M Buy
10,053
+10
+0.1% +$1.4K 0.2% 80
2022
Q3 		$1.16M Buy
+10,043
New +$1.37M 0.21% 71
2022
Q2 		– Sell
-10,956
Closed -$77K – 620
2022
Q1 		$77K Buy
+10,956
New +$1.55M ﹤0.01% 900

Other funds holding NOVT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Aaron Wealth Advisors's NOVT Position: Q4 2023 in Review

Aaron Wealth Advisors sold out of Novanta (NOVT) in Q4 2023, closing a stake of 10,065 shares — an estimated $1.44M sold.

Aaron Wealth Advisors first reported a position in NOVT in Q1 2022 and held it in 6 quarters. The position peaked at $1.86M in Q2 2023. 257 funds tracked by Wall St. Rank hold NOVT as of Q4 2023.

  • Aaron Wealth Advisors reported no remaining Novanta position as of Q4 2023 after selling out during the quarter.
  • Aaron Wealth Advisors sold 10,065 Novanta shares in Q4 2023, an estimated $1.44M.
  • Aaron Wealth Advisors first reported a position in Novanta in Q1 2022 and held it in 6 quarters.
  • Aaron Wealth Advisors's Novanta position peaked at $1.86M in Q2 2023.
  • 257 funds tracked by Wall St. Rank held Novanta as of Q4 2023.

Based on Aaron Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.